HFM Investment Advisors’s Otis Worldwide OTIS Stock Holding History

HFM Investment Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$788	Buy	11 +6	+120%	+$448	﹤0.01%	823
2026 Q1	$385	Sell	5 -4	-44%	-$350	﹤0.01%	777
2025 Q4	$787	Buy	9 +1	+13%	+$89	﹤0.01%	539
2025 Q3	$731	Sell	8 -1	-11%	-$91	﹤0.01%	497
2025 Q2	$891	Buy	9 +5	+125%	+$483	﹤0.01%	416
2025 Q1	$413	Buy	+4	New	+$391	﹤0.01%	354

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

HFM Investment Advisors's OTIS Position: Q2 2026 in Review

HFM Investment Advisors increased its Otis Worldwide (OTIS) stake by 120% in Q2 2026, buying an estimated $448 and bringing the position to 11 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #823.

HFM Investment Advisors first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $891 in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

HFM Investment Advisors held 11 shares of Otis Worldwide worth $788 as of Q2 2026.
HFM Investment Advisors bought 6 Otis Worldwide shares in Q2 2026, an estimated $448.
Otis Worldwide made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #823 holding.
HFM Investment Advisors first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
HFM Investment Advisors's Otis Worldwide position peaked at $891 in Q2 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.